Preparing Your InDesign Fles for ePub Export

7/29/2019 Preparing Your InDesign Fles for ePub Export

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InDesignSecrets.com

Print&ePublishing Conference 2011

Preparing your InDesign flesor ePub export

(updated to include CS5.5)

Ron Bilodeauwww.oreilly.com

[email protected]

blog: http://www.oreillynet.com/pub/au/3771

twitter: @biladew

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Preparing your InDesign fles or ePub export

Ron Bilodeau

Organized Content Flow

Options or controlling the order o your content when exported to ePub:

1. Single text ow with linked rames 2. Order based on XML Structure

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3. Order based onArticles Panel(New in CS5.5)

Organized Content Flow (cont.)

Options or controlling the order o your content when exported to ePub:

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Consistent Use o Styles

Always create and use Paragraph and character styles to style text

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Figure Preparation

Controlling fgure ordering when exported to ePub

From page 2 o this presentation, i you are using option 1 (Single text ow with linked rames) or your ContentFlow Organization, then you need to place your fgures using 1 o the ollowing 2 options:

Inline Anchored

I you use the XML Structure Pane or Articles Panel to dictate the order o your fgures, then you do not need toapply the Inline or Anchored options listed above.

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Figure Preparation (cont.)

Applying Figure export settings

New to CS5, is the Object Export Options dialog.

When exporting or ePub, this dialog can be used to set Custom Rasterization,Custom Image Alignment & Spacing, and also Alt ext.

(Relative to Page Width)

(Fixed)

(JPEG)

(GIF)

(PNG)

(72)

(96)

(150)(300)

Tese settings are not exclusive to linked fgures.

You can also use this dialog to tell InDesign to export any Object (or group o Objects)as a single optimized ePub-ready image.

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Interactive Navigation

Hyperlinks and Cross-Reerences

I your hyperlinks and cross-reerences are properly set up using InDesigns built-in unctionality, then they willtranslate seemlessly to clickable hyperlinks when exported to ePub.*

Footnotes

Properly set up ootnotes will also translate seemlessly to clickable hyperlinks when exported to ePub.Te ootnote reerence link will take you to the ootnote. Ten, clicking the number at the beginning o theootnote will take you back to the reerence.

* Tere is currently a bug in CS5 that breaks some o these hyperlinks, but it is fxed in CS5.5

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Interactive Navigation (cont.)

InDesign-Generated TOC (CS5.5 only)

I your fle includes a properly generated able o Contents, that too will be converted seemlessly to clickablehyperlinks when exported to ePub.

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Using the InDesign Book fle

I your project includes more than 1 InDesign fle, then the Book fle is necessary to properly export or ePub.

Most o us are amiliar with the benefts o using a Book fle or print production, such as pagination and style-

syncing.

But it is just as important or ePub export o multiple InDesign fles (i not more so).

Here are some ePub-specifc things that a Book fle does or you:

Dictates the order o your ePub html fles

One-step export to ePub

Book Style Source used to indicate location o ePub OCand File Ino (metadata)

Also used to sync and update style and cross-reerenceinormation across included documents

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Including Metadata

In order to have InDesign include some basic metadata with your exported ePub fle, you need to add it to theDescription tab within the File Ino dialog (File/File Ino...).

You only need to add this inormation to 1 o your InDesign fles (i there are more than 1), but make sure that itis the fle designated by the Book panel as the style source.

I using CS5.5, the date ino is added automatically, based on the day the ePub fle is created.

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Setting up the ePub TOC

Te able o Contents Styles dialog that is used to create an auto-generated OC or print is also the same dialogthat is used to create the built-in ePub OC (toc.ncx), that is accessible by most, i not all, ePub readers.

I you already have a OC set up that includes the same styles that you would want in your ePub, then there is noneed to create another style. Just select that one when exporting to ePub.

But i you dont already have one, it is very easy to set up.

You only need to worry about 2 felds in the dialog when setting it up or ePub:

OC Style (Give it a name)

Include Paragraph Styles (these are the styles that will create your entries)

Once the OC Style is established, just save it and that is it. (But make sure that it lives in the fle that isestablished as the style source in your Book panel.)

When you are ready to export your fles to ePub, select it rom the drop-down list in the Export Options dialog.

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ePub Export Settings (CS5.5)

General Tab

Grabs metadata

rom File InoThis feld will auto-

populate on export i

let empty

This option will order

page elements rom

Let to Right and then

Top to BottomSee pages 2 & 3 or

more ino on these

ePub Margin settings

or readers that allow

this option Numbered List options:

(Map to Ordered Lists)

(Map to Static Ordered Lists)

(Convert to Text)

ePub coverrendering options

Bulleted List options:

(Map to Unordered Lists)

(Convert to Text)

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ePub Export Settings (CS5.5) (cont.)

Image Tab

These Image options are similar to the

Object Export Options (page 6), but will be

applied to any objects with no individual

Object Export Options selected

Check this option only i you wish to

ignore individual Object Export Optionssettings and use the above settings

or all objects in your document(s)

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ePub Export Settings (CS5.5) (cont.)

Contents Tab

Drop down menu to

select pre-defned

ePub TOC inormation

(page 11)

Select DTBook

(DAISY Digital Talking

Book ) only i you

are creating a book

intended or visually

impaired readers

Footnotes will be

placed at the end oeach section i this

is not checked

This option will build

a stylesheet based on

document Paragraph

and Character styling

Select this option

i you would like

InDesign to create astylesheet with names

only (no defnitions)

Drop down menu to

select Paragraph Stylethat will indicate a new

ePub page break

This option will create

extra stylesheet

elements to account

or Style overrides

Select this option i

you have a pre-existingstylesheet

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What is not included when exporting to ePub

Master page elementsheaders, ooters, page numbers, tabs, etc.

InDesign-generated TOCCS3, CS4, CS5

(included i using CS5.5)

InDesign-generated Index

Paragraph Rulesabove and below

Nested StylesCS3, CS4, CS5

(included i using CS5.5)

Any elements on the pasteboard

Fonts that are not OTF or TTor do not have the necessary embedable bits

Any outlines that are createdwithin the InDesign document(ie. lines, shapes, icons, etc.)CS3, CS4, CS5

(included i using CS5.5, but only i using theArticles Panel or directly applying an Object

Export setting)

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External Reerences & Resources

http://indesignsecrets.com/Te worlds #1 resource or all things InDesign

http://www.threepress.org/document/epub-validate/Easy to use ePub validation tool

http://www.pigsgourdsandwikis.com/Liz Castros blog, which is a great resource or ePub-related ino, updates, and tips

http://www.teusdejong.nl/eus de Jongs web site where you can fnd some great InDesign Scripts, including the CS5 xRe fx

http://idpf.org/Te global trade and standards association or electronic publishing

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Preparing Your InDesign Fles for ePub Export

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